Aragon Capital, LLC
Firm details
- Headquarters
- Homewood, Alabama
- CRD number
- 337597
- Registered since
- July 21, 2025
- Custodians
- CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI56.22%
- Individuals43.78%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Aragon Capital, LLC is an independent registered investment adviser structured as a limited liability company that serves individual and family clients. The firm delivers discretionary portfolio management to individuals and small businesses under a percentage-of-assets fee model. It reports no active ESG investing program, does not operate as a multi-state adviser, and is not positioned as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Owners & executives
1 of 1
Scott Corcoran
Chief Compliance OfficerCRD 6470443
Contacts
1 of 1
James Chapman
Financial AdvisorCRD 4837315
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Homewood, AL
Jefferson
Location
Homewood, AL
Headquartered in Homewood, AL, anchoring the Birmingham-Hoover-Talladega, AL metro in the South.
- Metro area
- Birmingham-Hoover-Talladega, AL
- Region
- South
- County
- Jefferson
- Address
- 3036 Independence Dr
- Time zone
- CT (UTC-6)
- Office locations
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